Bachem Holding Ag Class B · SIX:BANB
Bachem Holding Ag Class B — 44th Annual J.P. Morgan Healthcare Conference (January 2026)
21 slides from Bachem Holding Ag Class B's conference presentation, Jan 14, 2026
Slide 1: 44th Annual J.P. Morgan Healthcare Conference
TH 44 ANNUALJ.P.MORGAN HEALTHCARECONFERENCE Date | January 14, 2026 Location | San Francisco, USA Name | Anne-Kathrin Stoller
Slide 2: Disclaimer
DISCLAIMER This presentation contains certain forward-looking statements. These forward-looking statements may be identified by words such as ‘believes’, ‘expects’, ‘anticipates’, ‘projects’, ‘intends’, ‘should’, ‘seeks’, ‘estimates’, ‘future’ or similar expressions or by discussion of, among other
Slide 3: Pioneer in Peptide Manufacturing
PIONEER IN PEPTIDE Contract development and manufacturing organization Broad capabilities in PepTIDES and OligonucleoTIDES as MANUFACTURING (CDMO and CMO) active pharmaceutical ingredients (API) Focused on chemical Long-term partnerships Annual sales of CHF 605.3 synthesis, committed to with pharmac
Slide 4: Management Team Built on Strong Expertise
Anne-Kathrin Stoller, MANAGEMENT TEAM CEO since 2026 BUILT ON STRONG • With Bachem since 2006 • Prior roles include the positions of COO Bachem EXPERTISE Americas (’22-’25) and CCO (’18-22’). • Diploma in chemistry and PhD in bioorganic chemistry Torsten Wöhr, Hans van Hees, CCO since 2022 COO since
Slide 5: Our Focus – Peptides & Oligonucleotides
OUR FOCUS – PEPTIDES & OLIGONUCLEOTIDES Tides Biology Applications (examples) Peptides • Molecules of up to approx. 100 amino • Metabolic, such as diabetes & obesity acids • Cardiovascular diseases • Occur naturally in the body, e.g. as a • Cancer hormone • Neuronal disorders • Cosmetics • In-vitro
Slide 6: The Need for Chemically Manufactured Tides Is Growing
THE NEED FOR CHEMICALLY MANUFACTURED TIDES IS GROWING New complex molecules for large patient groups, 1 e.g. in obesity & diabetes 2 More convenient oral and nasal applications Peptides and oligonucleotides 3 Next generation of generics growth is driven by 4 New indications, many of them in rare dis
Slide 7: Peptide Market Driven by Metabolic Launches
PEPTIDE MARKET DRIVEN BY METABOLIC LAUNCHES Growing Global Peptide Pipeline1 Phase 3 Peptide Projects by Indication1 196 184 185 178 175 160 Oncology 149 145 149 20% 130 Metabolic 30% 90 Neurology 85 88 78 80 9% 69 60 Cardiovascular 48 48 39 4% Hormonal 4% Other 32% 2021 2022 2023 2024 2025 Phase 1
Slide 8: Key Incretin- and Amylin-Based Therapeutics: Different MoAs for a Diverse Portfolio
KEY INCRETIN-ANDAMYLIN -BASEDTHERAPEUTICS: DIFFERENTMOAs FORA DIVERSEPORTFOLIO Generic Name Company / Developer Development Status Mechanism of Action Semaglutide Novo Nordisk Approved (Wegovy) GLP-1 receptor agonist Tirzepatide Eli Lilly Approved (Zepbound) Dual GIP/GLP-1 agonist Mazdutide Eli Lill
Slide 9: Oligo Market Moving Towards Larger Indications
OLIGO MARKET MOVING TOWARDS LARGER INDICATIO Growing Global Oligo Pipeline1 Phase 3 Oligo Projects by Indication2 120 98 95 94 10% Cardiovascular/metabolic 80 Neurology 75 10% 29% 72 63 Oncology 10% 50 Musculosceletal 38 10% Anti-infective 22 24 23 21 23 22 16 17 23% Sensory 14 14 10% Other 2021 202
Slide 10: Current Trends in Oligo Drug Development
CURRENT TRENDS IN OLIGO DRUG DEVELOPMENT Extrahepatic Expansion into AI-driven drug 01 Delivery Broader Indications development Fleming, N., 2018. How artificial intelligence is changing drug discovery. Nature, 557(7706), pp.S55-S55. Note. From 209765194, by Kzenon, Adobe Stock Several recent collab
Slide 11: Where Does Tides Manufacturing Need to Go? Larger, Higher Efficiency & More Sustainable
WHERE DOES TIDES MANUFACTURING NEED TO GO? LARGER, HIGHER EFFICIENCY & MORE SUSTAINABLE Bachem addresses the major TIDES manufacturing challenges Capacity expansion Process Innovation Sustainability Chemical complexity • Scaling experience between • Process development needs to • Demand of peptides
Slide 12: Three Operating Modes Driving Sustainable Success
THREEOPERATING MODES DRIVING SUSTAINABLE SUCCESS Strategic partner: reliable large- Leading expert in TIDES: leverage development expertise and scale manufacturing continue to drive innovation CMO CDMO «Trailblazing» CDMO Contract Manufacturing Contract Development and Going beyond today’s Organizat
Slide 13: Globally Operational
Locations in Switzerland, UK, US & Japan Bubendorf (CH) Torrance (CA) St. Helens (UK) Vionnaz (CH) Vista (CA) Tokyo (JP) GLOBALLY OPERATIONAL GMP Sites 13 44th Annual J.P.Morgan Healthcare Conference
Slide 14: Leverage All Resources to Deliver Volumes
LEVERAGE ALL RESOURCES TO DELIVER VOLUMES • Optimize processes Operational Excellence • Reduce bottlenecks • Increase cost awareness • Same standards Network Approach • Same processes • Same platforms • Automation Leverage Innovation • Know-how transfer from peptides to oligos • Green chemistry • Va
Slide 15: Building K Project on Track
BUILDING K PROJECT ON TRACK Project on track with stable scope, cost and safety 1 2 Unchanged commercial manufacturing launch schedule as aligned with the customer 3 Following the successful inspection by local regulatory authorities (RHI), no delays are expected 4 Successful ramp-up of the producti
Slide 16: Progress on Sisslerfeld
PROGRESS ONSISSLERFELD Purchase of all five plots of the land totaling to 155k sq meter 1 or almost 1700k sq feet is completed 2 Legal entity Bachem Sisslerfeld AG created, dedicated team hired 3 Initial design completed. Further planning ongoing 4 Building permit application for a utilities access
Slide 17: Expansion of Existing Footprint
EXPANSION OF EXISTING FOOTPRINT Bubendorf: Several smaller additions to reduce bottlenecks 1 2 Vionnaz: Investments to secure the supply of key precursors 3 Vista: Ongoing progress of high-volume capacity projects, incl purchase of a third building adjacent to the current site 4 Torrance: Focus on i
Slide 18: Sustainability Update: Reduced Environmental Footprint & Increased Safety Awareness
SUSTAINABILITY UPDATE: REDUCED ENVIRONMENTAL FOOTPRINT & INCREASED SAFETY AWARENESS Energy, Hazardous Waste and Water per FTE from 2020 base figures 100 EcoVadis: Again “Gold Rating” in 2025; reflecting a position within the top 5% of companies evaluated 95 globally. 90 Lost Time Incident Rate (LTIR
Slide 19: Long-Term & Growth-Oriented Company
LONG-TERM & GROWTH -ORIENTED COMPANY (SALES INCHFM, EMPLOYEES- FTE) 2500 700 600 2000 500 1500 400 1000 300 200 500 100 0 0 2016 2017 2018 2019 2020 2021 2022 2023 2024 FY Sales (CHFm, rhs) Employees (FTE, lhs) 19 44th Annual J.P.Morgan Healthcare Conference
Slide 20: Confirmed Outlook
CONFIRMED OUTLOOK 2025 Full Year 2026 13 - 18% growth in local currencies > CHF 1.0 bn. Sales (from 10 - 15%). EBITDA margin in high twenties in EBITDA margin ahead of 30%. Profitability local currencies. 20 44th Annual J.P.Morgan Healthcare Conference
Slide 21: Thank You for Your Attendance
THANK YOU FOR YOUR ATTENDANCE Question? Upcoming financial events Send an e-mail to… Full-Year Report 2025 March 12, 2026 ir@bachem.com Annual General Meeting April 29, 2026 media@bachem.com Capital Markets Day November 26, 2026 21 44th Annual J.P.Morgan Healthcare Conference
Bachem — 44th Annual J.P. Morgan Healthcare Conference (January 2026) on 6ix